ITI Balanced Advantage Fund Regular vs Nippon India Balanced Advantage Fund compare

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ITI Balanced Advantage Fund Regular - Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹378 Cr	₹8282 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	%	334%
Expense Ratio	2.37	1.76
Manager	Vikrant Mehta	Ashutosh Bhargava
ISIN Code	INF00XX01655	INF204K01596
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	2.95%	-0.8%
6 Month	-5.42%	1.98%
1 Year	4.19%	12.89%
3 Year	9.01%	11.83%
5 Year	12.88%	12.32%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-1.92%	-
1 Year	-2.28%	8.2%
3 Year	10.54%	14.52%
5 Year	10%	13.96%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	13.11%	14.38%
3 Year	10.01%	11.8%
5 Year	6.18%	12.32%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	7.494%	6.21%
Sharp	0.221%	0.79%
Beta	-	0.86%
Alpha	-	2.82%

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Vikrant Mehta	Ashutosh Bhargava
Total AUM	₹698 Cr	₹121448 Cr
Funds Managed	8	12
	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	35.82	41.92
Large Cap	54.6	51.08
Mid Cap	4.68	11.66
Small Cap	4.9	7.54

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	34.87	41.92
Communication Services	3.81	-
Energy	5.19	-
Industrials	4.19	-
Technology	8.86	-
Basic Materials	4.99	-
Financial Services	23.69	-
Healthcare	3.62	-
Consumer Cyclical	5.96	-
Consumer Defensive	2.65	-
Real Estate	0.32	-
Utilities	1.85	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Construction	-	2.1
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7